Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
What do retired Boomers say is the key to retirement happiness? Think about what you would say and then take a listen to learn this and more on the show.
Listen and learn as Kevin continues the podcast series, discussing the book What Retirees Want (WRW) by world-famous "Age Wave" expert Ken Dychtwald, Ph.D.
Read more and get additional financial resources here: https://www.truewealthdesign.com/podcast/
What we discuss in this episode:
0:31 - Tom Brady retiring
1:34 - Recap on what we've discussed so far
3:25 - What makes us happy
5:50 - Stress in retirement
8:58 - The idea of leisure
12:28 - Top priorities for Boomers
18:33 - Retirement destinations
25:02 - Final thoughts and action plan
Real Estate, Taxes, & College Oh My!
Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice)
How to Avoid A Surprise Bill at Tax Time
Smarter Ways To Financially Help Your Children & Grandchildren
How Risky of An Investor Are You?
What Do Clients Value Most in A Financial Advisor?
How to Plan for RMDs (Required Minimum Distributions)
New Year’s Resolutions – Better Yet Goals for Financial Success In 2024
When Taking Social Security Early Makes Sense
Constructing a Portfolio in Retirement
8% Safe Withdrawal Rate In Retirement? What!!
The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
Yearend Financial Check-up & Tax Moves
Retirement Nest Egg: Having Enough & Making Sure It Lasts
Avoid Losing $17K Yearly From Bad Investment Decisions
Should Retirees Change Their Portfolio Strategy Based On Predictions of the US Dollar’s Demise?
How Tax-Smart Income Targeting Can Allow You To Retire Earlier While Saving Taxes
Income Targeting - Should We Even Care About IRMAA?
Do You Have Unrealistic Portfolio Return Expectations?
What’s The Big Deal With Roth Conversions And Why Should You Care?
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